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Welcome to the January 2023 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management and Pathfinder, some questions in relation to the Environmental, Social and Governance (ESG) world of investing. Check out the questions and answers below. Jorge Waayman, Manager ESG…

As 2022 limps to the finish line, investors will be looking forward to better times ahead. But most will inevitably gaze with horror at the scene captured in the rear-view mirror: it is carnage. Following a turbulent 12-month period that saw almost all assets bleed red, the majority of investors are likely nursing double-digit losses…

Welcome to the December 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Harbour Asset Management, Mint Asset Management and TAHITO, some questions about their investment outlook for 2023. Check out the questions and answers below. Chris Di Leva, Director, Portfolio Manager, Multi…

Modern platforms, offering instant access to global markets along with a steady stream of new financial products targeting international assets, have kicked the world wide open for Kiwi investors.  And a growing number of New Zealanders are taking advantage of this new-found freedom to load up on the global investment opportunities unfolding before them.  Of…

Image by Shutterstock: 13_phunkod This year has been a challenge for investors as global markets navigate significant world events. What are some of the key things we can learn from 2022? Founder and CEO Mike Taylor explains. Significant global events have meant rocky markets this year, resulting in a bear market. Downturns are never enjoyable…

We’re pleased to welcome the Foundation Series US 500 Fund and the Foundation Series Total World Fund onto InvestNow. These two new funds offer some of the most cost-effective ways to access global shares for long-term investors in NZ. 7 great reasons to consider the new Foundation Series US 500 and Total World Funds: Exposure…

It was the briefcases. Watching dancers twirling the old-fashioned hard-case executive handbags at the recent World of WearableArts (WOW) show in Wellington transported me to glamorous memories of... tax. Everyone had briefcases then, including the sharebroker (now rebranded as a ‘wealth adviser’) who was explaining how his company - which managed many billions of dollars…

Welcome to the September 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Russell Investments and Salt Funds Management some questions in regards to tax in investing. Check out the questions and answers below. Scott O'Ryan, Business Development Manager - Investor Services -…

I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a lot of my thoughts and articles on it, and occasionally show my friends what I have been up to. Most of which has been highlighting just how beautiful New…

Last week I flew on a plane. At airport security, I took off my belt as per instructions. Pleasingly, my trousers didn't fall down because I've gotten so fat during our long wet winter. I also removed the laptop from my bag before heading through the security gate. An officious airport guard pulled me aside…

Over the last decade or so the concept of ‘ethical’ investing has flooded the mainstream airwaves with even previously amoral financial institutions promoting products branded under various labels such as socially responsible, green finance or the go-to standard, environmental, social and governance (ESG). And the NZ market has more recently caught on to the concept…

Welcome to the August 2022 Manager Panel! The Manager Panel is where we ask fund managers some questions surrounding a topic. This month we asked Ellerston Capital, Pathfinder and Foundation Series which is brought to you by InvestNow, about their approach to ESG factors and their views on how they see ESG factors evolving in…